Antonio Diaz
AURORA,CO
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position within FirstBank.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Board Member, Treasurer
Denver Voice
Denver, Colorado
04.2023 - Current
- Company Overview: A 501(c)3 non-profit helping people experiencing homelessness in Colorado
- Provided advice to the Board of Directors on finance-related matters
- Prepared and presented financial reports to the Board of Directors
- Identified areas for cost savings or increased revenue generation
- Developed annual budget and compared actual expenses against projected budget
- Evaluated financial information to determine present and future financial performance
- Reviewed and evaluated banking fees, credits and investment options to increase potential returns
- Liaised with banks and other capital providers to maintain continuous access to capital
- Developed and implemented policies to ensure compliance with industry regulations.
Lead Personal Banker
FirstBank
Denver, CO
04.2022 - Current
- Developed and delivered customer service training to junior banking staff.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Resolved customer inquiries promptly and professionally.
- Assisted bank management with developing new policies and procedures related to customer service operations.
- Managed daily operations of the bank's personal banking services department.
- Coordinated activities between departments within the bank in order to ensure timely completion of projects.
- Ensured compliance with applicable federal regulations regarding consumer protection laws.
- Developed relationships with local businesses in order to increase sales opportunities.
- Provided guidance and support to junior bankers on technical matters relating to their job duties.
- Actively participated in community outreach initiatives aimed at increasing public awareness about the benefits of using our bank's products and services.
- Participated in training and mentoring of new associates, assisting with onboarding .
Health Insurance Agent
Health Insurance Associates
Centennial, CO
07.2023 - 09.2023
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities
- Calculated premiums and established payment methods
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices
- Developed and implemented insurance plans for customers based on their individual needs
- Researched and analyzed customer data to ensure accuracy of coverage information
- Performed periodic reviews of client accounts to ensure compliance with regulations
- Resolved customer complaints in a timely manner while maintaining excellent customer service standards
Supervisor, Customer Service
UNIQLO
DENVER, Colorado
11.2017 - 10.2021
- Reviewed markets sales goals and actual sales on daily basis to create plans to maximize sales for the store and for the market
- Create schedule for daily operation and to maximize efficiency throughout store
- Communicated with multiple different departments to ensure business needs were met in a timely manner
- Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
- Remained calm and professional in stressful circumstances and when dealing with unhappy customers, effectively defusing situations
- Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction
- Cross-trained in every store role to maximize operational knowledge
- Completed thorough opening, closing and shift change functions to maintain operational standards each day
- Monitored employee productivity levels on a regular basis to identify areas of improvement.
- Created new strategies for improving customer service standards within the organization.
- Acted as a liaison between upper management and staff, facilitating open communication.
Skills
- Relationship building and management
- Training and mentoring
- Customer Service-Oriented
- Sales expertise
- Banking operations
- Customer Retention
- Planning and Implementation
- Employee Motivation
- Team Development
Languages
Spanish
Professional
Certification
- Notary Public
- Licensed Health Insurance Agent
Timeline
Health Insurance Agent
Health Insurance Associates
07.2023 - 09.2023
Board Member, Treasurer
Denver Voice
04.2023 - Current
Lead Personal Banker
FirstBank
04.2022 - Current
Supervisor, Customer Service
UNIQLO
11.2017 - 10.2021
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